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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,159 | $73,848-47.0% | $143,799-72.8% | $68,486-42.8% |
| Participation rate | 81.5% | 66.7%+14.8pp | 80.3%+1.2pp | 67.9%+13.6pp |
| Annual return | -1.02% | 0.91%-1.9pp | -0.04%-1.0pp | -7.85%+6.8pp |
| Employer contribution / active EE | $1,917 | $3,184-39.8% | $4,952-61.3% | $2,597-26.2% |
| Participant deferral / active EE | $1,162 | $3,385-65.7% | $5,638-79.4% | $4,028-71.2% |
| Admin fee / account holder | $1,180 | $5,755-79.5% | $14,677-92.0% | $5,404-78.2% |